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As a dedicated reader of our blog, we would love to get to meet you this Monday, October 9, 2017.

Since not receiving an important email can be even more dangerous as receiving too much spam, here is how to whitelist an email or an entire domain in Gmail.

When this poor planning affects the investments in our 401(k) plans and the communities that we live in, we pay more and we get less.

The articles associated with David John Marotta’s presentation at the DC Metro chapter of the American Association of Individual Investors.

How not to do customer service.

At the reunion, Bogle shared that he’s just a common guy with some really good ideas.

You may be a good candidate to become an angel investor if….

Since it is inevitable that each group of friends will represent a spectrum of financial capacity, healthy relationships require that all be prepared to manage these pressures.

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Most annual shareholder meetings are nothing more than a required dog-and-pony show. Genworth Financial’s annual shareholder meeting held on May 15, 2013, was no exception. Several improvements could be made to make these meetings more inviting.

Does it really matter if you cast your votes in shareholder elections? Probably not if you are a small investor. But if so few are participating, can we blame corporations for forgetting whom they serve?

My first experience with these shareholder meetings was a major turnoff. In March 2009, I purchased a limited number of shares of Genworth (GNW) stock for reasons I do not proudly share among value investors.

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Presenting to the American Association of Independent Investors, February 2013.

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While Roth conversions will be advantageous for some next year, they are advantageous for nearly everyone in 2012.

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David John Marotta presents a list of the best Exchange Traded Funds (ETFs) of 2012 and how you can take advantage of these funds in your investment portfolio.

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David John Marotta presents ten important wealth management ideas for those in and approaching retirement.

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David John Marotta presents how to use Roth conversions, segregations and recharacterizations to put the most money where it will never be taxed again in the most tax efficient manner.

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Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves.

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Given the dangers of worldwide sovereign debt, this may be one time when investors should continue to tilt foreign and toward specific countries.